| Managed Field Name | Corresponding Field Name | Location of Corresponding Field |
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[Advice] Alternative Strategies Considered |
Alternative Strategies |
Advice Process > Advice Docs Generator > SOA > Additional & Alternative Strategies > Alternative Strategies |
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[Advice] Executive Summary |
Executive Summary |
Advice Process > Advice Docs Generator > SOA > Executive Summary > Executive Summary |
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[Advice] SOA Current Situation Basic Summary |
Current Situation |
Advice Process> Advice Docs Generator > SOA > Current Situation > Current Situation |
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[Advice] Seek tax advice |
Limitations and Specialist Advice |
Advice Process> Advice Docs Generator > SOA/ROA > Limitations and Specialist Advice > Other limitations |
|
Insert all areas that require Tax Advice confirmation |
Advice Process > MDA > MDA Contract Wizard > Service Letter > Limitations and Specialist Advice |
|
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[EO] EO Client Does Not Require Advice Details |
Client Instructions: Enter Details |
Advice Process > Advice Docs Generator > Execution Only > Client Instructions |
|
[EO] EO Fees charged by other providers details |
Enter the details of the fees charged by other providers |
Advice Process > Advice Docs Generator > Execution Only > Fees and charges |
|
[EO] EO Other Risks Discussed Details |
Enter other risks discussed |
Advice Process > Advice Docs Generator > Execution Only > Things to Consider |
|
[FDS] Other Custom Services |
Other Custom Services |
FOFA (FDS & Opt-In) > FOFA Data > Other Custom Services |
|
[MDA] Service Letter Other Reasons |
Enter any other reasons (if applicable) |
Advice Process > MDA > MDA Contract Wizard > MDA Service letter > Reasons for my Recommendations |
|
[MDA] Service Letter Other Things To Consider |
Enter any other things to consider (if applicable) |
Advice Process > MDA > MDA Contract Wizard > MDA Service letter > Things to Consider |
|
[MDA] Suitability of Investment Program MDA Service |
Briefly explain the suitability of the Investment Program and the suitability of the MDA Service |
Advice Process > MDA > MDA Contract Wizard > Investment Program/ Important Considerations > Investment Program |
|
[ROA] Advice Limited Because |
Scope of Advice |
Advice Process> Advice Docs Generator > ROA > Scope of Advice > Why has the advice been limited? |
| [ROA] ROA Advice Limitation | Scope of Advice |
Advice Process> Advice Docs Generator > ROA > Scope of Advice > What are the limitations of the advice? |
| [ROA] ROA Advice Subject Matter | Scope of Advice |
Advice Process> Advice Docs Generator > ROA > Scope of Advice > What is the subject matter for this advice? |
| [ROA] ROA Alternatives | Please enter any alternatives strategies considered below. Each line creates a new bullet point in the template |
Advice Process> Advice Docs Generator > ROA > Notes / Alternative Strategies Considered / Other Comments |
| [ROA] ROA Corp Action COnsiderations | Corporate Action Considerations |
Advice Process> Advice Docs Generator > ROA > Individual Advice > Things to consider |
| [ROA] ROA Corp Action Considerations Company | Corporate Action Considerations |
Advice Process> Advice Docs Generator > ROA > Company > Things to consider |
| [ROA] ROA Corp Action Considerations Joint | Corporate Action Considerations |
Advice Process> Advice Docs Generator > ROA > Joint > Things to consider |
| [ROA] ROA Corp Action Considerations SMSF | Corporate Action Considerations |
Advice Process> Advice Docs Generator > ROA > SMSF > Things to consider |
| [ROA] ROA Corp Action Considerations Trust | Corporate Action Considerations |
Advice Process> Advice Docs Generator > ROA > Trust > Things to consider |
| [ROA] ROA Corp Action Reasons | Reasons for my recommendations |
Advice Process> Advice Docs Generator > ROA > Individual Advice > Corporate Action reasons |
| [ROA] ROA Corp Action Reasons Company | Reasons for my recommendations |
Advice Process> Advice Docs Generator > ROA > Individual Advice > Corporate Action reasons |
| [ROA] ROA Corp Action Reasons Joint | Reasons for my recommendations |
Advice Process> Advice Docs Generator > ROA > Individual Advice > Corporate Action reasons |
| [ROA] ROA Corp Action Reasons SMSF | Reasons for my recommendations |
Advice Process> Advice Docs Generator > ROA > Individual Advice > Corporate Action reasons |
| [ROA] ROA Corp Action Reasons Trust | Reasons for my recommendations |
Advice Process> Advice Docs Generator > ROA > Individual Advice > Corporate Action reasons |
| [ROA] ROA Corp Action Strategy Company | Corporate Actions |
Advice Process> Advice Docs Generator > ROA > Company > My recommendations |
| [ROA] ROA Corp Action Strategy Individual | Corporate Actions |
Advice Process> Advice Docs Generator > ROA > Individual Advice > My recommendations |
| [ROA] ROA Corp Action Strategy Joint | Corporate Actions |
Advice Process> Advice Docs Generator > ROA > Joint > My recommendations |
| [ROA] ROA Corp Action Strategy SMSF | Corporate Actions |
Advice Process> Advice Docs Generator > ROA > SMSF > My recommendations |
| [ROA] ROA Corp Action Strategy Trust | Corporate Actions |
Advice Process> Advice Docs Generator > ROA > SMSF > My recommendations |
| [ROA] ROA Free Text | Optional Introduction to our Discussion |
Advice Process> Advice Docs Generator > ROA > ROA Details > Optional Introduction to our Discussion |
| [ROA] ROA Insurance Considerations Incomplete Reasons | Incomplete Reasons: Information about the 'from' policy is incomplete or unavailable |
Advice Process> Advice Docs Generator > ROA > Individual Advice > Things to consider |
| [ROA] ROA Insurance Considerations Incomplete Reasons Company | Incomplete Reasons: Information about the 'from' policy is incomplete or unavailable |
Advice Process> Advice Docs Generator > ROA > Company > Things to consider |
| [ROA] ROA Insurance Considerations Incomplete Reasons SMSF | Incomplete Reasons: Information about the 'from' policy is incomplete or unavailable |
Advice Process> Advice Docs Generator > ROA > SMSF > Things to consider |
| [ROA] ROA Insurance Considerations Incomplete Reasons Trust | Incomplete Reasons: Information about the 'from' policy is incomplete or unavailable |
Advice Process > Advice Docs Generator > ROA > Trust > Things to consider |
| [ROA] ROA Insurance Considerations Material Disadvantages | Please enter details: Are there any material disadvantages that are relevant? |
Advice Process> Advice Docs Generator > ROA > Individual Advice > Things to consider |
| [ROA] ROA Insurance Considerations Material Disadvantages Company | Please enter details: Are there any material disadvantages that are relevant? |
Advice Process> Advice Docs Generator > ROA > Company > Things to consider |
| [ROA] ROA Insurance Considerations Material Disadvantages SMSF | Please enter details: Are there any material disadvantages that are relevant? |
Advice Process> Advice Docs Generator > ROA > SMSF > Things to consider |
| [ROA] ROA Insurance Considerations Material Disadvantages Trust | Please enter details: Are there any material disadvantages that are relevant? |
Advice Process> Advice Docs Generator > ROA > Trust > Things to consider |
| [ROA] ROA Insurance Considerations Material Risk | Please enter details: Are there any material risks that are relevant? |
Advice Process> Advice Docs Generator > ROA > Individual Advice > Things to consider |
| [ROA] ROA Insurance Considerations Material Risk Company | Please enter details: Are there any material risks that are relevant? |
Advice Process> Advice Docs Generator > ROA > Company > Things to consider |
| [ROA] ROA Insurance Considerations Material Risk SMSF | Please enter details: Are there any material risks that are relevant? |
Advice Process> Advice Docs Generator > ROA > SMSF > Things to consider |
| [ROA] ROA Insurance Considerations Material Risk Trust |
Please enter details: Are there any material risks that are relevant? |
Advice Process> Advice Docs Generator > ROA > Trust > Things to consider |
| [ROA] ROA Insurance Reasons Details |
Complete the details of the Policy Rider additions in the text below |
Advice Process> Advice Docs Generator > ROA > Individual Advice > My recommendations |
| [ROA] ROA Insurance Reasons Details Company |
Complete the details of the Policy Rider additions in the text below |
Advice Process> Advice Docs Generator > ROA > Company > My recommendations |
| [ROA] ROA Insurance Reasons Details SMSF |
Complete the details of the Policy Rider additions in the text below |
Advice Process> Advice Docs Generator > ROA > SMSF> My recommendations |
| [ROA] ROA Insurance Reasons Details Trust |
Complete the details of the Policy Rider additions in the text below |
Advice Process> Advice Docs Generator > ROA > Trust > My recommendations |
| [ROA] ROA Lump Sum SOurce | Funds Sourced from |
Advice Process> Advice Docs Generator > ROA > Individual Advice > My Recommendations |
| [ROA] ROA Notes | Please enter Record of Advice notes below |
Advice Process> Advice Docs Generator > ROA > Notes / Alternative Strategies Considered / Other Comments |
| [ROA] ROA Other Comments |
Please enter any other comments below |
Advice Process> Advice Docs Generator > ROA > Notes / Alternative Strategies Considered / Other Comments |
| [ROA] ROA Other Considerations |
Other considerations details: Do you want to include other considerations for your Recommendations? |
Advice Process> Advice Docs Generator > ROA > Notes / Alternative Strategies Considered / Other Comments |
| [ROA] ROA Other Considerations Bulk Rebalance | Please enter other things to consider |
ROA Bulk Rebalance Wizard > Things to consider |
| [ROA] ROA Other Considerations Company |
Other considerations details: Do you want to include other considerations for your Recommendations? |
Advice Process> Advice Docs Generator > ROA > Individual Advice > My Recommendations |
| [ROA] ROA Other Considerations Joint |
Other considerations details: Do you want to include other considerations for your Recommendations? |
Advice Process> Advice Docs Generator > ROA > Individual Advice > My Recommendations |
| [ROA] ROA Other Considerations SMSF |
Other considerations details: Do you want to include other considerations for your Recommendations? |
Advice Process> Advice Docs Generator > ROA > Individual Advice > My Recommendations |
|
[ROA] ROA Other Considerations Trust |
Other considerations details: Do you want to include other considerations for your Recommendations? |
Advice Process > Advice Docs Generator > ROA > Trust > My Recommendations |
| [ROA] ROA Other Implications | Other Implications of Investing: Insert other implications in relation to your recommendations |
Advice Process > Advice Docs Generator > ROA > Individual > My Recommendations |
| [ROA] ROA Other Implications Company | Other Implications of Investing: Insert other implications in relation to your recommendations |
Advice Process > Advice Docs Generator > ROA > Company > My Recommendations |
| [ROA] ROA Other Implications Joint | Other Implications of Investing: Insert other implications in relation to your recommendations |
Advice Process > Advice Docs Generator > ROA > Joint > My Recommendations |
| [ROA] ROA Other Implications SMSF | Other Implications of Investing: Insert other implications in relation to your recommendations |
Advice Process > Advice Docs Generator > ROA > SMSF > My Recommendations |
| [ROA] ROA Other Implications Trust | Other Implications of Investing: Insert other implications in relation to your recommendations |
Advice Process > Advice Docs Generator > ROA > Trust > My Recommendations |
| [ROA] ROA Other Reasons | Other reasons details |
Advice Process > Advice Docs Generator > ROA > Individual Advice > Reasons for my Recommendations |
| [ROA] ROA Other Reasons Bulk Rebalance | Please enter other reasons |
ROA Bulk Rebalance Wizard > Reasons for my Recommendations |
| [ROA] ROA Other Reasons Company | Other reasons details |
Advice Process > Advice Docs Generator > ROA > Company > Reasons for my Recommendations |
| [ROA] ROA Other Reasons Joint | Other reasons details |
Advice Process > Advice Docs Generator > ROA > Joint > Reasons for my Recommendations |
| [ROA] ROA Other Reasons SMSF | Other reasons details |
Advice Process > Advice Docs Generator > ROA > SMSF > Reasons for my Recommendations |
| [ROA] ROA Other Reasons Trust | Other reasons details |
Advice Process > Advice Docs Generator > ROA > Trust > Reasons for my Recommendations |
|
[ROA] ROA Relevant Associations Relationships |
Enter details of any relevant associations and relationships that you hold that might be reasonably expected to influence your advice |
Advice Process> Advice Docs Generator > ROA > Important Information & Next Steps > Other Relationships |
|
[SMSF FPQ] By directing future contributions and income? |
By directing future contributions and income? |
Advice Process > SMSF Investment Strategy Workbook > Fund’s Current Investment Strategy |
| [SMSF FPQ] By restricting assets? | By restricting assets? |
Advice Process > SMSF Investment Strategy Workbook > Investment Strategy Summary |
| [SMSF FPQ] By selling current assets? | By selling current assets? |
Advice Process > SMSF Investment Strategy Workbook > Investment Strategy Summary |
| [SMSF FPQ] Fund's Objectives | Please state the Fund's objectives |
Advice Process > SMSF Investment Strategy Workbook > Investment Strategy Summary |
| [SMSF FPQ] What is the Fund's current investment strategy? | What is the Fund’s current investment strategy? |
Advice Process > SMSF Investment Strategy Workbook > Fund’s Current Investment Strategy |
|
[SOA] Additional Insurance Strategies |
Insurance Advice to Entities |
Advice Process> Advice Docs Generator > SOA > Related Entities Advice > Insurance Advice to Entities > Edit additional strategies from Managed Field Content |
| [SOA] Considerations Insurance SMSF | Insurance Advice to Entities |
Advice Process> Advice Docs Generator > SOA > Related Entities Advice > Insurance Advice to Entities > Edit your things to consider using Managed Field Content or add your own |
| [SOA] General Considerations Insurance | Insurance Product |
Advice Process> Advice Docs Generator > SOA > Insurance > Risks associated with recommended policies |
| [SOA] Insurance Policy Considerations |
Insurance Product |
Advice Process> Advice Docs Generator > SOA > Insurance > Other considerations for policy recommendations |
| [SOA] Insurance Things to Consider |
Things to Consider |
Advice Process> Advice Docs Generator > SOA > Insurance > Things to Consider |
| [SOA] Material Disadvantages Insurance |
Insurance Product |
Advice Process> Advice Docs Generator > SOA > Insurance > Disadvantages of recommended policies |
|
[SOA] Policy Recommendation |
Insurance Product |
Advice Process> Advice Docs Generator > SOA > Insurance > Reasons for your policy recommendation |
| [SOA] Reasons for Rec Insurance SMSF | Insurance Advice to Entities |
Advice Process> Advice Docs Generator > SOA > Related Entities Advice > Insurance Advice to Entities > Edit your reasons for recommendations using Managed Field Content or add your own |
| [SOA] Reasons for Recommendations Insurance |
Reasons for Recommendations |
Advice Process> Advice Docs Generator > SOA > Insurance > Do you want to include additional insurance strategies |
| [Next Steps] Application Details | Next Steps |
Advice Process> Advice Docs Generator > SOA > Our Next Steps |
| [Objectives] Description | Description |
Advice Process > FPQ > Goals and Objectives > Description |
| [Objectives] How are you Currently Tracking | Description |
Advice Process > FPQ > Goals and Objectives > How are you currently tracking |
|
[Objectives] Key Benefits of Recommendations |
Description |
Advice Process > FPQ > Goals and Objectives > Key Benefits of Recommendations |
|
[Other Reasons for Recommendation] Other Consideration |
Other Considerations |
Advice Process> Advice Docs Generator > SOA > Cashflow/Investment/Superannuation/Insurance > Other Reasons & Considerations > Other Considerations |
| [Other Reasons for Recommendation] Other Reasons |
Other Reasons |
Advice Process> Advice Docs Generator > SOA > Cashflow/Investment/Superannuation/Insurance > Other Reasons & Considerations > Other Reasons |
| [Strategy 2017] Custom Considerations | Things to Consider |
Advice Process > Advice Docs Generator > SOA > Strategy Selection > Additional Text |
|
[Strategy 2017] Custom My Recommendations |
My Recommendations |
Advice Process > Advice Docs Generator > SOA > Strategy Selection > Additional Text |
| [Strategy 2017] Custom Reasons | Reasons for my Recommendations |
Advice Process > Advice Docs Generator > SOA > Strategy Selection > Additional Text |
| [Strategy 2017] Custom Strategy Considerations |
Custom Strategy Considerations (Strategy = Custom Strategy) |
Advice Process > Advice Docs Generator > SOA > Strategy Selection > Custom Strategies |
| [Strategy 2017] Custom Strategy Reasons |
Custom Strategy Considerations (Strategy = Custom Strategy) |
Advice Process > Advice Docs Generator > SOA > Strategy Selection > Custom Strategies |
| [Strategy 2017] Custom Strategy Recommendations |
Custom Strategy Considerations (Strategy = Custom Strategy) |
Advice Process > Advice Docs Generator > SOA > Strategy Selection > Custom Strategies |